Broaden Your Client Base

You’ve got ambitious goals—AssetMark has the tools and expertise to drive growth and help you reach your goals.

Grow Your Value

Sophisticated Investment Management Services

Our investment management solutions are based around innovative, time-tested strategies and thorough research. With AssetMark’s tailored third-party support, you’ll gain a diverse array of service offerings to attract more clients and deliver more value than ever before.

The AssetMark Advisor Journey

See how AssetMark’s services and solutions can support your client relationships through every step of your journey with us.

Prospecting

Enabling Features

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

Learn More

Leverage AssetMark’s business development consultants to train junior staff on data-driven marketing and sales techniques.
Our consultants can craft a sophisticated social media strategy, presenting your brand in a segmented, targeted fashion to attract the right audience to your business.

Onboarding

Enabling Features

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

Learn More

Digitally sign and store documentation, enabling your new client to complete the onboarding process more quickly and providing you with a secure, paperless means of maintaining key account documentation.
Working with Salesforce and your CRM, we’ll assess and help you implement workflows for process improvements, ensuring a compliant, seamless transition from lead to client.
Use our client-facing investment management solutions to identify key account data for use during portfolio and financial plan creation.

Advice Delivery

Satisfaction Drivers

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

Learn More

Use our client-facing solutions to gather client data in a seamless, organized fashion, simplifying the process of incorporating factors like risk tolerance, goals, financial wellbeing, and more into your proposal.
Through our online platform, eWealthManager, advisors can source bank, credit card, investment, loan, rewards, and other financial account data to build proposals, and clients can lay out their financial goals in an integrated instance of Voyant or MoneyGuide.

Enabling Features

How can AssetMark’s technology solutions and services help?

Learn More

Through our client-facing solutions, you can assess and record a client’s risk tolerance, goals, and financial wellness to inform your strategy.
Through eWealthManager, advisors can source investments, loans, and financial accounts data to build their proposals.
Present a personalized, compelling proposal through Savos Personal Portfolios.

Portfolio Construction

Enabling Features

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

Learn More

AssetMark offers a comprehensive and diverse range of pre-built, customizable portfolios based on thorough research and our innovative investment methodology.
Outsource as much or as little as you need—AssetMark can handle the total portfolio development process, or we can offer researched, vetted solutions to incorporate in your practice.
Our solutions are highly differentiated to deliver investments for a range of financial plans and goals. We offer guided investment solutions; retirement plans, including small business, 403b, and pension plans; cash programs; and more.

Monitoring

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

The client fully understands when an event merits a change in strategy and when an event is merely natural market volatility
Whenever desired, the client can assess how their portfolio is performing
Their advisor remains an active source of guidance, both when their portfolio is performing as expected or not

Enabling Features

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

Learn More

AssetMark’s solutions offer clear, compelling visualizations and dashboards that your client can access anytime via desktop or mobile, providing an elevated client experience.
Solutions such as eWealthManager, PortfolioEngine, WealthBuilder, and integrated third-party technologies provide robust reporting capabilities to present portfolio performance in a clear and engaging way.

Servicing

Enabling Features

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

Learn More

AssetMark provides on-going support to your solutions, ensuring that they’re tailored to your clients’ unique needs and present a seamless user experience.
Whenever a client or staff member raises a unique issue, our consulting and service teams will be there to assist.

See How We Can Help

No two firms are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business.

Upcoming Events

webinar | 10/17/2024

Empowering Your Team

Learn the best practices for hiring and ongoing talent management to foster a highly engaged firm.

webinar | 11/21/2024

Preparing Your Business For The Future

webinar | 09/19/2024

Elevate Your Client Experience

All Events

Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.

Broaden Your Client Base

Grow Your Value

Sophisticated Investment Management Services

The AssetMark Advisor Journey

Prospecting

Key Moments

A potential client discovers you and learns about your value proposition

They become a prospect

They become a client

Satisfaction Drivers

Effectively crafted and executed marketing campaigns

A smooth sales process that answers all of your client’s questions

A full understanding of the products and services they are using

Enabling Features

Leverage AssetMark’s business development consultants to train junior staff on data-driven marketing and sales techniques.

Our consultants can craft a sophisticated social media strategy, presenting your brand in a segmented, targeted fashion to attract the right audience to your business.

Onboarding

Key Moments

Presenting the onboarding process

Document preparation and signing

Funding the account

Satisfaction Drivers

An efficient and fast onboarding process

A complete understanding of the steps involved in funding their account

An understanding of what they’re responsible for, and what you’re responsible for as their advisor

Enabling Features

Digitally sign and store documentation, enabling your new client to complete the onboarding process more quickly and providing you with a secure, paperless means of maintaining key account documentation.

Working with Salesforce and your CRM, we’ll assess and help you implement workflows for process improvements, ensuring a compliant, seamless transition from lead to client.

Use our client-facing investment management solutions to identify key account data for use during portfolio and financial plan creation.

Advice Delivery

Key Moments

Developing a holistic view of the client’s needs, goals, risk tolerance, and financial position

Developing a financial plan based on this understanding

Presenting the financial plan proposal

Satisfaction Drivers

Use our client-facing solutions to gather client data in a seamless, organized fashion, simplifying the process of incorporating factors like risk tolerance, goals, financial wellbeing, and more into your proposal.

Through our online platform, eWealthManager, advisors can source bank, credit card, investment, loan, rewards, and other financial account data to build proposals, and clients can lay out their financial goals in an integrated instance of Voyant or MoneyGuide.

Enabling Features

Through our client-facing solutions, you can assess and record a client’s risk tolerance, goals, and financial wellness to inform your strategy.

Through eWealthManager, advisors can source investments, loans, and financial accounts data to build their proposals.

Present a personalized, compelling proposal through Savos Personal Portfolios.

Portfolio Construction

Key Moments

Preparing model portfolios that represent common investor profiles

Comparing your model portfolios to a given client and adjusting for their unique needs

Executing the developed portfolio

Satisfaction Drivers

Adjusting your model portfolios to fit your client’s needs

Clearly communicating the nature and reasoning of these adjustments

Presenting relevant and engaging metrics that can help keep your client informed

Enabling Features

AssetMark offers a comprehensive and diverse range of pre-built, customizable portfolios based on thorough research and our innovative investment methodology.

Outsource as much or as little as you need—AssetMark can handle the total portfolio development process, or we can offer researched, vetted solutions to incorporate in your practice.

Our solutions are highly differentiated to deliver investments for a range of financial plans and goals. We offer guided investment solutions; retirement plans, including small business, 403b, and pension plans; cash programs; and more.

Monitoring

Key Moments

Quarterly reporting

Changes in the client’s life or market events trigger a reassessment

Market volatility catches the client’s attention

Satisfaction Drivers

The client fully understands when an event merits a change in strategy and when an event is merely natural market volatility

Whenever desired, the client can assess how their portfolio is performing

Their advisor remains an active source of guidance, both when their portfolio is performing as expected or not

Enabling Features

AssetMark’s solutions offer clear, compelling visualizations and dashboards that your client can access anytime via desktop or mobile, providing an elevated client experience.

Solutions such as eWealthManager, PortfolioEngine, WealthBuilder, and integrated third-party technologies provide robust reporting capabilities to present portfolio performance in a clear and engaging way.

Servicing

Key Moments

Technical or financial issues arise when a client attempts to access their portfolio

A client has a question about their bill or statement

Satisfaction Drivers

Billing is always correct and easy to understand

Advisors expediently answer any questions and resolve any technical issues

Enabling Features

AssetMark provides on-going support to your solutions, ensuring that they’re tailored to your clients’ unique needs and present a seamless user experience.

Whenever a client or staff member raises a unique issue, our consulting and service teams will be there to assist.

See How We Can Help

Upcoming Events

Empowering Your Team

Preparing Your Business For The Future